2023 Trust and estate planning for client privacy in a public world

Recording available after original program date, 12/7/2023.

Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs.  Ensuring privacy is a multifaceted process that relies on substantive law but also on various companies’ policies, such as with rewards programs. Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death.  This program will provide you with a detailed guide to privacy in trust and estate planning.

•    Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy.
•    Silent trusts as a method to limit disclosure to beneficiaries.
•    Titling of special assets including art, watercraft, firearms, and certain real estate.
•    Anonymity in charitable gift planning.
•    Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure.
•    Medical privacy planning – HIPAA, insurance applications.
•    Securing third-party confidentiality through non-disclosure agreements.
•    Privacy at death – obituaries, last medical records, funeral arrangements.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.